SWA
GBDC icon

Serenus Wealth Advisors’s Golub Capital BDC GBDC Stock Holding History

Serenus Wealth Advisors’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Hold
17,068
– – 0.04% 68
2026
Q1 		$216K Hold
17,068
– – 0.04% 65
2025
Q4 		$232K Hold
17,068
– – 0.04% 61
2025
Q3 		$234K Hold
17,068
– – 0.04% 57
2025
Q2 		$250K Hold
17,068
– – 0.04% 54
2025
Q1 		$258K Hold
17,068
– – 0.04% 50
2024
Q4 		$259K Buy
+17,068
New +$260K 0.05% 47

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Serenus Wealth Advisors's GBDC Position: Q2 2026 in Review

Serenus Wealth Advisors held its Golub Capital BDC (GBDC) position steady in Q2 2026 at 17,068 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #68.

Serenus Wealth Advisors first reported a position in GBDC in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q4 2024. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Serenus Wealth Advisors held 17,068 shares of Golub Capital BDC worth $220K as of Q2 2026.
  • Serenus Wealth Advisors left its Golub Capital BDC share count unchanged in Q2 2026.
  • Golub Capital BDC made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Serenus Wealth Advisors first reported a position in Golub Capital BDC in Q4 2024 and has held it in 7 quarters since.
  • Serenus Wealth Advisors's Golub Capital BDC position peaked at $259K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.